You can find us at www.pws.net.au

Although we
decided to engage a financial advisor, we have chosen to be active participants
in regards to our financial affairs.

Things have
been travelling along in a good direction over the years. We meet regularly to
discuss our financial future and the structures that need to be set up.

We’ve
started out with Michael and when Naomi joined the business she was always part
of these discussions.

Naomi is now
in charge and we certainly feel that she’s on the ball and knows what she’s
doing. The result is that Naomi provides us with sound financial advice and the
results we’ve been able to achieve give us peace of mind. We value and
appreciate the time Naomi puts in for us.

I have a
team of people I listen to when it comes to financial advice. One’s our accountant and the other one is
Naomi. However, I also have some shares that I run myself. I do like to
contribute myself and to some degree want to take charge of what’s happening
with our money.

I do have
the expectation that my financial adviser provides excellent customer service
and goes the extra mile. I believe I get value for my money, and I am happy to
recommend Naomi as a financial advisor.